See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,303 | $104,486-78.7% | $76,817-71.0% | $152,861-85.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.66% | 1013.37%-992.7pp | 1166.11%-1145.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,000 | $3,116-35.8% | $2,302-13.1% | $4,762-58.0% |
| Participant deferral / active EE | $4,421 | $4,236+4.4% | $3,336+32.5% | $5,850-24.4% |
| Admin fee / account holder | $663 | $12,275-94.6% | $6,420-89.7% | $11,596-94.3% |